Portfolio Manager

Description Job Description:We are seeking a Wealth Management Analyst to join our large advisory team in the Cincinnati market. As a Portfolio Manager, you will play an integral role in managing the team's equity and fixed-income investment portfolios while contributing to the creation of a strategic market outlook. Collaborating extensively with other portfolio management team members and the investment committee, your primary focus will be on delivering high-quality research, analysis, and execution.While this role is not predominantly client-facing, you will occasionally participate in client or prospect meetings to communicate insights and strategies.Key Responsibilities:

Portfolio Management: Manage equity and fixed income investment portfolios for the advisory team with a focus on performance and alignment with strategic objectives.

Research & Analysis: Conduct in-depth research and analysis of both existing and potential portfolio holdings using fundamental methodologies.

Market Strategy: Provide ongoing updates on market, economic, and portfolio performance to the investment committee and collaborate on the development of strategic investment direction.

Trade Execution: Execute equity and fixed income trades across all managed accounts in compliance with policies and guidelines.

Collaboration: Partner with the investment committee and portfolio management team to ensure the seamless implementation of investment strategies.

Client Interaction: Occasionally support client and prospect meetings by delivering insights into market and portfolio performance.

Requirements

Qualifications & Skills:

Experience: Minimum of 5 years of professional experience in investment management, either as a portfolio manager or equity/fixed income analyst (Source: SG25 US Finance and Accounting.docx).

Education & Certification:

CFA charter holder (or actively pursuing) and/or MBA preferred.

Series 7 and 66 licenses are required.

Technical Skills: Proficiency in Microsoft Office products, particularly Excel, is required.

Competencies:

Strong analytical and critical reasoning abilities.

In-depth knowledge of fundamental equity and fixed income research methodologies.

Exceptional oral and written communication skills, with the ability to effectively collaborate within a team.

High attention to detail, with the ability to meet tight deadlines and manage complex situations under pressure.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .